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Charted: Goldman Sachs Puts 2027 AI Capex at $961B — Chips and Data Centers
Goldman's Tracking Trillions model: $661B on compute and $300B on data centers in 2027, rising to $808B and $353B in 2028. A scenario framework — not a forecast — but the clearest public split of the AI build-out.
Jul 28, 2026
Charted: 60,000 Delivery Robots — and China Owns 88% of Them
Neolix and Zelos operate 45,000 road-legal robovans while Starship, Serve, and Coco fight over 7,500 sidewalk bots. The global last-mile robotics race looks nothing like Western headlines suggest.
Jul 28, 2026
Charted: 18 Economies That Grew in 2025 While Prices Fell
Real GDP expanded and CPI YoY went negative — from China and Taiwan to Ireland and Hong Kong. 18 sourced economy records challenge the idea that growth requires inflation.
Jul 10, 2026
Charted: The Real AI GPU Bottleneck — HBM Memory & CoWoS Packaging, Not 3nm Fabs
TSMC CoWoS is sold out through 2026 while HBM hits $46.7B — SK hynix, Amkor, and OSAT partners matter more than another fab line. 27 sourced supply-chain records across capacity, demand, and allocation.
Jul 10, 2026
Mapped: Who Actually Hosts the World's Refugees — Not Where Headlines Point
73% of refugees live in low- and middle-income countries — Iran, Türkiye, Colombia, and Uganda outrank the US. Lebanon hosts 1 in 8 residents; Germany is the only top host with no border crisis next door.
Jul 10, 2026
Mapped: How Every Major Economy Powers Its Grid in 2024
Coal still supplies a third of world electricity — but France runs on nuclear, Brazil on hydro, and the US on gas. Compare generation mix across 21 economies totaling 30.9 PWh.
Jul 10, 2026